Dan Dreyfus: copper is AI's next bottleneck and will double from here
Over the next 18 years we'll need as much copper as we mined in the last 10,000; data centers require 50,000 tons/GW and 15GW are being built per year against only 500k tons of su…
Dreyfus warns: above-ground silver stock lasts three years before stockout
A structural deficit of 200M oz/year against just 600M oz of above-ground inventory; solar panels and data centers in space are accelerating demand, and the clock is ticking.
Dreyfus warns silver stocks out in three years as solar demand surges
Silver runs a structural ~200M oz annual deficit (consume 1.2B oz, supply 1.0B) with only ~600M oz of above-ground inventory left, implying a stockout within roughly three years;…
Dan Dreyfus: copper is the next AI bottleneck, price set to double
A demand shock (AI data centers, electrification, EVs, defense) collides with a supply shock (depleting century-old mines, 7-12 year build times, almost no new tier-one mines); me…